Jetpack Workflow

Task and practice management for CPAs and accountants

About Jetpack Workflow

What if you could lead your business without falling behind? Jetpack Workflow is a cloud-based workflow management tool that helps firms standardize, track and automate their processes so they can complete more work and prevent tasks from falling through the cracks. Our software reduces the administrative work for accountants, bookkeepers and CPAs by helping them standardize firm procedures. Serving over 16K customers globally, we help firms of every size meet deadlines, track team progress, and grow your practice without worry.


Key benefits of Jetpack Workflow

  • Jobs can be created and duplicated, and users can set custom recurrences, add custom labels to jobs for searching and filtering, and track job details, statuses, and more.

  • Real-time capacity planning is available with the Plan feature, allowing firm owners to see budgeted time per week and team member and plan for the right resources at the right time.

  • Staff tracking tools give users insight into who is working on what, and which tasks are due today, this week, or overdue, with automated morning and evening email task digests.

  • Multiple documents, and multiple versions of the same document, can be uploaded to Jetpack Workflow, and documents can be attached to templates to add to all client jobs.

  • Time can be tracked from within each task or job, with users able to enter time manually or run the built-in time in the background.

  • Multiple staff members can be managed, with control over user permissions and staff billable amounts.

  • Images

    Jetpack Workflow Software - 1
    Jetpack Workflow Software - Jobs Dashboard
    Jetpack Workflow Software - My Work Tab
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    Jetpack Workflow Software - 1
    Jetpack Workflow Software - Jobs Dashboard
    Jetpack Workflow Software - My Work Tab

    Not sure about Jetpack Workflow? Compare with a popular alternative

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    4,8 (53)
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    Starting Price

    US$45,00
    month
    US$59,00
    month

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

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    105

    Integrations

    5
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    Ease of Use

    4,7 (53)
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    Value for Money

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    Customer Service

    4,9 (53)
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    Reviews

    Overall rating

    4,8 /5
    (53)
    Value for Money
    4,6/5
    Features
    4,3/5
    Ease of Use
    4,7/5
    Customer Support
    4,9/5

    Already have Jetpack Workflow?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 53
    Douglas
    Douglas
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    This package is extremely easy to use, which means that I do a better job of keeping it...

    Reviewed on 2017/10/31

    It quickly shows me which projects are due today, this week, and this month. I use it to track all...

    It quickly shows me which projects are due today, this week, and this month. I use it to track all my tax clients from gathering information to billing. It is very easy to set up the one-off jobs so that they don't get lost in the shuffle.

    Pros

    1. I like that jobs can be quickly created within the platform. It makes it easier to set up those "one-off" jobs like tax notices or whatever.

    2. I also like that you can set up a job from your email by forwarding the email to JetPack.

    3. The developers listen to the users and make appropriate changes to the platform. I have made a couple of suggestions, and both were incorporated into the program.

    Cons

    This is my fault. I don't always get my billing out timely, and I use JetPack to help remind me which jobs need to be billed by using a label. As a result, all of those jobs will show up under my "overdue" list. This can make it a bit cumbersome to find the real work that is overdue.

    Response from Jetpack Workflow

    Hi Douglas!

    Thank you for the kind words - we really enjoy working with your firm and appreciate the note!

    David

    Christine
    Overall rating
    • Industry: Accounting
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Practice Management Software

    Reviewed on 2019/08/24

    Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and...

    Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff. It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions. Their pricing is upfront and very affordable. No surprises! They also send us regular tips and tricks to get the most out of our software. It has been a great experience. Nice to see a company that does what it says and keeps its promises!!!

    Pros

    Jetpack allows us to keep on top of all our deadlines. The software is easy to use, easy to set up and customer service is top of the line!

    Cons

    I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience.

    Alternatives Considered

    Karbon

    Reasons for Choosing Jetpack Workflow

    We made the mistake of purchasing PracticeCS and AccountingCS - Payroll by Thomson Reuters in December 2018. The software delivered was light years away from the product demonstrated and cost me over $6,000 in client penalties because the company lied about the functionality of the software. The software was extremely manual, difficult to use, required multiple partner companies to assist with functionality. Customer service wait times were often in excess of 1 hour and then all you would get is a person that was reading directly from the TR website.

    Reasons for Switching to Jetpack Workflow

    It boiled down to functionality. Each product offered really solid Practice Management functionality, but we felt Jetpack offered a wider range of functionality than the other programs.

    Response from Jetpack Workflow

    Hi Christine,

    Thanks for the kind words! We are so happy you're part of the Jetpack Workflow family and getting so much value from our software!

    Rob
    Overall rating
    • Industry: Financial Services
    • Company size: Self Employed
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

    Keeps track of tasks but that's about it

    Reviewed on 2020/12/01

    Overall for a few hundred bucks it's probably worth it. I've outgrown the software and think they...

    Overall for a few hundred bucks it's probably worth it. I've outgrown the software and think they need to have a lot more features available.

    Pros

    Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time

    Cons

    Just not robust enough. I kept asking them when they were going to have a mobile app or have new features and they haven't come out with any.

    Verified Reviewer
    Overall rating
    • Industry: Accounting
    • Company size: 1 001–5 000 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Jetpack Makes our Accounting Department's life easier

    Reviewed on 2020/03/23

    Jetpack allows us to get our time and billable hours invoices properly set up and organized so we...

    Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.

    Pros

    I was on the team that selected and implemented Jetpack. We have many clients that funnel finances into a central repository, so Jetpack was necessary to be able to quickly "copy and paste" numerous workflows together to make a seamless process. We use the time/tracker feature daily to integrate with our billable hours qualifications and calculations.

    Cons

    Some of the User Interface and interactions could be improved, but naturally comes pretty standard with back-end accounting frameworks. The features of the product are more important that the looks, fortunately.

    Alternatives Considered

    Paylocity

    Reasons for Choosing Jetpack Workflow

    We needed better scalability across our client base

    Switched From

    Paylocity

    Reasons for Switching to Jetpack Workflow

    Jetpack's product suite and functionality for the price made this and easy value decision.

    Response from Jetpack Workflow

    Thank you so much for taking the time to review Jetpack Workflow. Your feedback is important and I have shared it with our product team already!

    Cece
    Cece
    Overall rating
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    LOVE this software!!

    Reviewed on 2018/07/18

    Workflow organization and accountability!

    Workflow organization and accountability!

    Pros

    EVERYTHING! It is easy to use. Flexible. The GUI is very clean and simple. It keeps all my tasks and jobs organized so that nothing falls through the cracks. It provides a great way to keep track of job accountability. Everyone in the office knows exactly what they have done, have yet to do, and can check every step off as the work travels through the office process. I have provided the company feedback in the past and they have updated the software to reflect a lot of these concerns. Couldn't ask for more from a software!

    Cons

    This is a difficult one.... I guess it would be nice to be able to modify the dashboard details to show what's important to me. For example, it would be great to just open the program and see on the dashboard how many phone messages I have. That's it... and quite frankly, it's not a HUGE deal.

    Response from Jetpack Workflow

    Thank you Cece! We love working with your firm and thank you for the kind words!

    Showing 5 reviews of 53 Read all reviews

    Jetpack Workflow FAQs

    Below are some frequently asked questions for Jetpack Workflow.

    Jetpack Workflow offers the following pricing plans:

    • Starting from: US$45,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    14-day free trial, no credit card required. Contact Jetpack Workflow for full pricing information.

    Jetpack Workflow has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500

    Jetpack Workflow supports the following languages:

    English

    Jetpack Workflow supports the following devices:

    Jetpack Workflow integrates with the following applications:

    Gmail, Google Calendar, Microsoft Outlook, QuickBooks Online, Zapier

    Jetpack Workflow offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

    Related categories

    See all software categories found for Jetpack Workflow.